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Can you grade my Resume/CV?
I am applying for what sounds like an awesome opportunity, and was wondering if a few of you would be nice enough to critique my CV? (I am looking for input on the actual content, not the format. The format is not pasting properly.) Thanks!!
Full Name Here
Address, State, Zip Code Email@sample.com Cell: 555-555-555
Skilled financial professional experienced in cultivating meaningful relationships with affluent investors to provide comprehensive, personalized plans to meet their financial goals. Emphasizes risk management to meet client objectives while maintaining a strong focus on wealth preservation. Delivers strong client service model to ensure client?s portfolio stays in line with market conditions and to the client?s evolving needs.
|
Core Strengths and Skills |
? Financial Needs Analysis
? Portfolio Management
? Risk Management
? Relationship Cultivation
? Event Planning ? Regulatory Compliance ? Strategic Marketing ? Client Service ? Technology Integration ? Microsoft Office ? Thompson One
|
Professional Experience |
Big Brokerage
Financial Advisor December 2009-January 2011
Identify client income and growth needs, and create and implement a comprehensive financial plan to meet their goals. Monitor the results of the plan against client?s objectives, and make adjustments as needed. Execute client service model to assure client retention and satisfaction. Partner with local business owners through Professional Alliance to cultivate referral relationships. Develop, organize and host educational and social events for clients and prospective clients. Manage event follow-up process to maintain contact with prospective clients.
Registered Client Associate January 2008-December 2009
Manage event and seminar calendar of over 50 events per season, secure event locations, negotiate with vendors and schedule speakers/sponsors. Coordinate marketing and pre-event preparations to ensure event success. Manage lead list and event feedback surveys, and complete post-event documentation. Reconcile expenses and reimbursement. Assist clients with account questions, market information and execution of trades, generate investment proposals and client review reports, interview and hire interns.
Private Country Club
Concierge March 2004-May 2007
Create marketing material to promote calendar of events to membership, manage event attendance and billing, provide up-to-date community information to members, create annual reciprocal guide, schedule reservations and appointments, update online store with new merchandise and process incoming payments.
|
Education and Licenses |
University, State, City
Bachelor of Science in Finance, Minor in Economics
Dean?s List: 2003, 2004, 2005, 2006
The College for Financial Planning
Certified Financial Planner? Designation Program
Completed Fundamentals of Financial Planning, Insurance Planning, Income Tax Planning
Financial Licenses
NASD Series 7, NASD Series 66 and Life, Health and Variable Annuity Licensed
Re: Can you grade my Resume/CV?
Full Name Here
Address, State, Zip Code Email@sample.com Cell: 555-555-555
Skilled financial professional experienced in cultivating relationships with investors to provide comprehensive, personalized plans to meet their financial goals. Emphasizes risk management to meet client objectives while maintaining a strong focus on wealth preservation. Delivers strong client service model to ensure client portfolios stay in line with market conditions and evolving client needs. [I may make this more specific in terms of how long you've done this and how much $ in assets you're managing]
Core Strengths and Skills
I'd get rid of this section. It's somehwat redundant with the summary above. Move things like skills with Thomsom One to the above section
Financial Needs Analysis
? Portfolio Management
? Risk Management
? Relationship Cultivation
? Event Planning ? Regulatory Compliance ? Strategic Marketing ? Client Service ? Technology Integration ? Microsoft Office ? Thompson OneProfessional Experience
Bullet out the duties under each job. Stuff gets lost in a paragraph
Big Brokerage
Financial Advisor December 2009-January 2011
Identify client income and growth needs, and create and implement a comprehensive financial plan to meet their goals. Monitor the results of the plan against client?s objectives, and make adjustments as needed. Execute client service model to assure client retention and satisfaction. Partner with local business owners through Professional Alliance to cultivate referral relationships. Develop, organize and host educational and social events for clients and prospective clients. Manage event follow-up process to maintain contact with prospective clients.
[Again focus on results, data, and specifics. How many clients you dealt with, how much in assets, how well you helped them grow their $. If you have metrics for client retention and satisfaction, specify them. Specify how many educational and social events, how many people attended, what the clientele were like, what the results were]
Registered Client Associate January 2008-December 2009
Manage event and seminar calendar of over 50 events per season, secure event locations, negotiate with vendors and schedule speakers/sponsors. Coordinate marketing and pre-event preparations to ensure event success. Manage lead list and event feedback surveys, and complete post-event documentation. Reconcile expenses and reimbursement. Assist clients with account questions, market information and execution of trades, generate investment proposals and client review reports, interview and hire interns.
[Ditto as above. How long was a season? What did you do with the lead list and feedback surveys? How much $ are we talking? How many interns did you hire, and did you train them?]
Private Country Club
Concierge March 2004-May 2007
Create marketing material to promote calendar of events to membership, manage event attendance and billing, provide up-to-date community information to members, create annual reciprocal guide, schedule reservations and appointments, update online store with new merchandise and process incoming payments.
[Ditto as above]
Education and Licenses
University, State, City
Bachelor of Science in Finance, Minor in Economics [Date received?]
Dean?s List: 2003, 2004, 2005, 2006
The College for Financial Planning
Certified Financial Planner? Designation Program
Completed Fundamentals of Financial Planning, Insurance Planning, Income Tax Planning
Financial Licenses
NASD Series 7, NASD Series 66 and Life, Health and Variable Annuity Licensed
Our little Irish rose came to us on March 5, 2010
Don't drink the water.
Disclaimer: I am not an MD. Please don't PM me with pregnancy-related questions. Ask your doctor.
-I don't know how important this is, but as soon as I saw that you were a financial advisor, I thought, "hmmm, I wonder if she's certified?" I'd get rid of the obvious gibberish in the intro that's simply repetitive of what's below, and combine it with the skills, and also include the certifications right up front:
Certified Financial Planner (or XX license) with experience
in cultivating meaningful relationships with affluent investors to provide comprehensive, personalized plans to meet their financial goals. Core strengths and skills include:
All of the arrows, assuming they're critical competencies for your job.
-You list an end date on your current job-if you're not currently unemployed put "present."
-The paragraph of your current job is more about WHAT than WOW. What impact did you make? Can you include details, like average size of portfolios? How you've met growth targets? What is a client service model and how is that different from providing good customer service? What types of businesses did you partner with? Also, if the opportunity is along the same lines as your current job, this paragraph should have more elaboration and I'd cut back on the other two jobs because they appear tangential to what it appears you're trying to target for (i.e., marketing vice financial planning). GL!